"Climbing Together"
Magnite is a leading Supply side platform (SSP) in the world. It works with ad agencies and demand side platform (DSPs) (largely with TTD) to fill the ad publishing space for brands that DSPs and ad agencies bring. The company is formed as a byproduct of the merger between Rubicon Project and Telaria which are […]
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PubMatic is an advertising technology firm. It offers cloud infrastructure platform that enables real-time programmatic advertising transactions. Mainly purpose-built advertising database and sell-side delivery infrastructure. PubMatic helps publishers and application developers monetize their ad placement inventory in an efficient manner across different devices and platforms. I met both founders during 2005-2007. CEO Rajeev have deeper […]
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Coming on WED in NYSE Largest food delivery network 50% of USA market Raising $3.1B via 33m shares/IPO 385B outstanding shares including options Market Valuation $37B 3X LYFT and 5X Grubhub Same as Chipotle Revenue growing 225% YoY Not profitable ($149 this year) $534M losses last year 543 million orders in last 9 months Poised […]
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Ticker ABNB Market debut on Dec 10th (Nasdaq) Raised the price from $44-$50 to $56-$60 Selling $3.1B stock Market valuation $42B 5.6m listings in 100,000 cities Half of the revenue is outside USA Millennials are the bulk of its business Average is $130 per night Risk1: pandemic and risk averse travelers Risk 2: competes against […]
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